Events

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STRATEGIC PARTNER WEBINAR - DSTs, 721s and Opportunity Zones - Tax Strategies to Address Capital Gains Tax Liability
01 Jun
06/01/2021    
1:00 pm - 2:00 pm
Strategic Partner - Cantor Fitzgerald, John Bacigalupi Download flier Details/Register Approved for 1.0 hour of CFP and CPE credit
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STRATEGIC PARTNER WEBINAR - Learn How Managing Sequence of Returns Risk with Home Equity Can Help Preserve and Grow Your Clients’ Retirement Assets
08 Jun
06/08/2021    
1:00 pm - 2:00 pm
Speaker(s): Beth Miller-Rowe, The Reverse Mortgage Group, Phil Walker, Finance of America Reverse Strategic Partner: The Reverse Mortgage Group, Beth Miller-Rowe View Video Download Flier [...]
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VIRTUAL CHAPTER MEETING - Tales from the Front Line of the War on Cybersecurity - A Fireside Chat with Two RIA Industry Security Experts
08 Jun
06/08/2021    
3:00 pm - 4:30 pm
Speaker(s): Nate Baumsteiger, Principal, NS. Baumsteiger Consulting, Patrick Hennessey, Director of Technology Consulting, Charles Schwab and Co., Inc. Moderator: Adam Schneiberg, Shepherd Street Advisors Details/Register
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STRATEGIC PARTNER WEBINAR - DSTs, 721s and Opportunity Zones - Tax Strategies to Address Capital Gains Tax Liability
10 Jun
06/10/2021    
11:00 am - 12:00 pm
Strategic Partner - Cantor Fitzgerald, John Bacigalupi Download flier Details/Register  Approved for 1.0 hour of CFP and CPE credit
More Info
Events on 06/01/2021
01 Jun
STRATEGIC PARTNER WEBINAR - DSTs, 721s and Opportunity Zones - Tax Strategies to Address Capital Gains Tax Liability
1 Jun 21
Events on 06/08/2021
08 Jun
STRATEGIC PARTNER WEBINAR - Learn How Managing Sequence of Returns Risk with Home Equity Can Help Preserve and Grow Your Clients’ Retirement Assets
8 Jun 21
08 Jun
VIRTUAL CHAPTER MEETING - Tales from the Front Line of the War on Cybersecurity - A Fireside Chat with Two RIA Industry Security Experts
8 Jun 21
Events on 06/10/2021
10 Jun
STRATEGIC PARTNER WEBINAR - DSTs, 721s and Opportunity Zones - Tax Strategies to Address Capital Gains Tax Liability
10 Jun 21

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Sep 2026

15 Sep

How to Protect Clients from Cyber Fraud

09/15/2026    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Speakers: Tate Gordinier, CA Department of Financial Protection & Innovation, Brett O’Sullivan, Manager, California Department of Financial Protection and Innovation’s Sacramento Office DETAILS/REGISTER
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15 Sep

Member Appreciation Event: North Beach/Little Italy Night Group Tour

09/15/2026    
5:00 pm - 8:00 pm
DETAILS/REGISTER
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Oct 2026

15 Oct

FPA Silicon Valley - Tech & Tomorrow Symposium

10/15/2026    
1:00 pm - 5:00 pm
Location: Wells Fargo Innovation Center, 302 El Camino Real, Menlo Park, CA DETAILS/REGISTER
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24 Oct

San Francisco Financial Planning Day 2026

10/24/2026    
9:30 am - 5:00 pm
San Francisco Public Library Main Branch
MORE DETAILS HERE
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Nov 2026

10 Nov

Why Clients Don't Do What You Tell Them (And What To Do About It)

11/10/2026    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Speaker: Amy Mullen, CEO, Money Quotient Strategic Partner: Stonecrest, Christina Gray RESERVE YOUR SPOT NOW (more details coming soon)
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Dec 2026

08 Dec

Community Connection: A Conversation about the Profession

12/08/2026    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Panel: Tanya Steinhofer, CFA, CFP®, Redwood Grove Wealth Management / Gregg Clarke, CFP®, Meritas Wealth Management, LLC / Dr. Dave Yeske, CFP®, YeskeBuie Strategic Partner: Arthur J. Gallagher [...]
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